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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,065 | $183,539-88.5% | $155,556-86.5% | $145,897-85.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.78% | 61.31%-54.5pp | 64.84%-58.1pp | 552.29%-545.5pp |
| Employer contribution / active EE | $13,843 | $5,315+160.4% | $4,675+196.1% | $4,663+196.9% |
| Participant deferral / active EE | $624 | $6,467-90.4% | $5,631-88.9% | $6,689-90.7% |
| Admin fee / account holder | $7,988 | $19,275-58.6% | $15,885-49.7% | $13,390-40.3% |